Case Study

The Rent Roll That Doesn't Add Up

intermediateOfficeBank~20 min

The Deal

You are a loan originator qualifying Meridian Office Plaza, a multi-tenant office building, for a bank permanent loan. Before the file goes to credit committee, you need to tie out the rent roll, sanity-check the T12 for expense items that don't reflect market norms, and confirm the deal still clears the bank's underwriting thresholds.

You’ll Practice

  • Tie out a rent roll's individual unit rents against its own stated totals to catch a data-entry error
  • Recognize an above-market, related-party management fee as a red flag on a T12
  • Normalize a T12 by adjusting an expense line to a market rate to find true NOI
  • Calculate DSCR from a normalized NOI and a proposed loan's annual debt service
  • Decide how to correct and disclose documentation issues before submitting a loan package